Gregory Wells, financial advisor Torrance CA

Gregory Wells

CRD Number: 5817102
Current Firm: Ep Wealth Advisors
Compensation Model: Fee Only
Gregory Wells (CRD# 5817102) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 5 years of experience in the finance industry. Gregory Wells has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
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Professional Designations
Company Name Location Dates Years
Ep Wealth Advisors Torrance, CA May 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2010
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Gregory R. Wells
By the Numbers
  • Total Assets Under Management
    17,057
    MILLIONS
  • Total Number of Accounts
    32,050
    ACCOUNTS
  • Average Account Value
    $532,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Verified Page
Data verified by both the advisor and the public regulatory data.

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